Docusign Setup: Authorise Docusign Users & Account 

Instructions on enabling the Docusign integration to send emails using the email address associated with a Docusign account, including how to grant access and share necessary user IDs and keys.

Authorise Docusign Users

This will enable the integration to use the associated Docusign Account emails to automate the sending of Docusign emails from HubSpot. Note you can either log in and complete this for each user or   

1. Go to your My Glue Account
2. Click the Select button for the Account you want to use
3. The installed Docusign App should be displayed, if not, follow the instructions here to install the app
4. Click on the Settings button for the Docusign app
5. Click the Authenticate User button
6. Login to Docusign if prompted
7. Click the Allow Access button
8. Repeat the above for each user you would like to authorise 

Updating Signed Document Folder Location

By default, when you install the Docusign Integration on HubSpot, we will create a Docusign folder to capture all of your final signed documents within the HubSpot file system. It is advised not to delete this folder.

However, you can change the default folder by updating the settings within Integration Glue:

1. Login to your HubSpot Portal
2. Navigate to the HubSpot File System: Marketing > Files and Templates > Files
3. Create a new folder or browse to an existing folder
4. Click to view the folder 
5. Copy the folder ID from the URL e.g. /?folderId=159296832694
   
6. Login to your MyGlue Account
7. Click the Select button for the Account to update
8. Click on the Settings button for the Docusign app
9. Paste the copied Folder ID under the Value column for the HubSpot Folder ID row
10. Click the Save Configuration button